Actions62
- Client Actions
- ClientDetail Actions
- Engagement Actions
- Estimate Actions
- Lead Actions
- Lead Agent Actions
- Lead Category Actions
- Lead Source Actions
- Lead Status Actions
- Proposal Actions
- Project Actions
- Task Actions
- Note Actions
Overview
This node integrates with the Cloodo CRM API to retrieve lead data. Specifically, the "Get Leads" operation under the "Lead" resource fetches detailed information about leads stored in the Cloodo system. This is useful for automating workflows that require access to lead details, such as syncing leads with other systems, generating reports, or triggering follow-up actions based on lead status.
Practical examples include:
- Automatically retrieving a lead's information when a new lead is created in another platform.
- Fetching lead details to enrich customer profiles before sending marketing emails.
- Integrating lead data into dashboards for sales performance tracking.
Properties
| Name | Meaning |
|---|---|
| ID | The unique identifier of the lead to retrieve. This string value specifies which lead's details to fetch from the Cloodo CRM. |
Output
The node outputs JSON data representing the lead's details as returned by the Cloodo API. The structure typically includes fields such as lead name, contact information, status, source, assigned agent, and other relevant metadata associated with the lead.
If the node supports binary data output (not indicated here), it would represent attachments or files related to the lead, but this is not evident from the provided code.
Dependencies
- Requires an active connection to the Cloodo CRM API.
- Needs an API authentication token or key configured in n8n credentials to authorize requests.
- The base URL for API requests is
https://erp-amz.cloodo.com/v4/. - The node expects JSON responses and sends JSON-formatted requests.
Troubleshooting
- Common issues:
- Invalid or missing lead ID will result in errors or empty responses.
- Authentication failures due to incorrect or expired API credentials.
- Network connectivity problems preventing access to the Cloodo API endpoint.
- Error messages:
- Unauthorized errors indicate invalid API credentials; verify and update the API key.
- Not found errors suggest the specified lead ID does not exist; double-check the ID.
- Timeout or network errors may require checking internet connectivity or API availability.
Links and References
- Cloodo CRM API Documentation (assumed base URL, check official docs for full API reference)